FIM

Freedom Investment Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 17.79%
This Quarter Est. Return
1 Year Est. Return
+17.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.56B
AUM Growth
+$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$28.2M
3
+$28.2M
4
DEEF icon
Xtrackers FTSE Developed ex US Multifactor ETF
DEEF
+$28.1M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.65M

Top Sells

1
+$66.4M
2
+$65.8M
3
+$4.62M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.6M
5
KR icon
Kroger
KR
+$1.47M

Sector Composition

1 Healthcare 8.05%
2 Technology 4.86%
3 Industrials 3.36%
4 Communication Services 2.49%
5 Financials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.39M 0.09%
31,102
-12,360
152
$1.38M 0.09%
25,530
-591
153
$1.37M 0.09%
13,805
+448
154
$1.37M 0.09%
11,623
-660
155
$1.35M 0.09%
5,654
+1,210
156
$1.35M 0.09%
55,654
+2,633
157
$1.35M 0.09%
11,946
+1,937
158
$1.35M 0.09%
40,208
-14,170
159
$1.34M 0.09%
11,034
-1,845
160
$1.33M 0.09%
100,575
+791
161
$1.32M 0.08%
27,477
-1,101
162
$1.31M 0.08%
46,673
-7,229
163
$1.31M 0.08%
40,865
+2,683
164
$1.31M 0.08%
221,611
-6,739
165
$1.31M 0.08%
8,598
+1,013
166
$1.3M 0.08%
21,874
+5,692
167
$1.3M 0.08%
19,192
-1,691
168
$1.29M 0.08%
13,578
+2,633
169
$1.29M 0.08%
20,204
+17
170
$1.28M 0.08%
15,308
+251
171
$1.28M 0.08%
33,911
+13,754
172
$1.27M 0.08%
+23,283
173
$1.27M 0.08%
19,390
-79
174
$1.27M 0.08%
31,863
-1,557
175
$1.27M 0.08%
26,434
-1,896
5 6
7
8 9